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Invenio Wealth Partners’s NVIDIA NVDA Stock Holding History

Invenio Wealth Partners’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.02M Buy
35,062
+10
+0% +$2.06K 2.51% 13
2026
Q1 		$6.11M Sell
35,052
-652
-2% -$120K 2.43% 13
2025
Q4 		$6.66M Sell
35,704
-3,772
-10% -$702K 2.47% 14
2025
Q3 		$7.37M Sell
39,476
-1,516
-4% -$264K 2.68% 14
2025
Q2 		$6.48M Sell
40,992
-1,628
-4% -$205K 2.57% 15
2025
Q1 		$4.62M Sell
42,620
-332
-0.8% -$42.1K 1.94% 18
2024
Q4 		$5.77M Buy
42,952
+878
+2% +$121K 2.42% 15
2024
Q3 		$5.11M Buy
42,074
+2,064
+5% +$244K 2.21% 17
2024
Q2 		$4.94M Buy
40,010
+410
+1% +$41.5K 2.45% 16
2024
Q1 		$3.58M Buy
39,600
+2,250
+6% +$163K 1.93% 17
2023
Q4 		$1.85M Sell
37,350
-1,410
-4% -$65.3K 1.34% 21
2023
Q3 		$1.69M Buy
38,760
+1,820
+5% +$81.5K 1.53% 17
2023
Q2 		$1.56M Buy
+36,940
New +$1.23M 1.77% 16

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Invenio Wealth Partners's NVDA Position: Q2 2026 in Review

Invenio Wealth Partners increased its NVIDIA (NVDA) stake by 0.03% in Q2 2026, buying an estimated $2.06K and bringing the position to 35,062 shares worth $7.02M. The position accounts for 2.51% of the portfolio, ranked #13.

Invenio Wealth Partners first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.37M in Q3 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Invenio Wealth Partners held 35,062 shares of NVIDIA worth $7.02M as of Q2 2026.
  • Invenio Wealth Partners bought 10 NVIDIA shares in Q2 2026, an estimated $2.06K.
  • NVIDIA made up 2.51% of Invenio Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Invenio Wealth Partners first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • Invenio Wealth Partners's NVIDIA position peaked at $7.37M in Q3 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.